ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet the Team

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2020 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

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Helpful Content

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Key Financial Data 2020

Financial Data review of 2020

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LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

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Outlook 2020

Bringing markets into focus

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.